Legacy Planning

Leave your family with fond memories, not confusion and conflict. Get a watertight legacy plan, then get on with enjoying life.

We all want to be remembered fondly, for doing the right thing, not for leaving a mess behind.

We want to be able to enjoy life with our family, without worrying about the future. That’s why legacy planning is such an important part of our whole-of-life approach to financial planning.

Create a legacy you love

Legacy planning, also known as Wills and estate planning isn’t just about writing a Will or documenting your wishes. It’s about ensuring your plan reflects who you are and the way you live your life. To do that, you need a personalised family plan built around your values and life goals.

Look after your family

Wills. Trusts. Powers of attorney and guardianship. Estate planning is a minefield, but we can take away the complexity and potential for conflict by leading you through the must-have conversations for transferring wealth by creating an estate plan that puts your wishes and best interests first.

Business succession plan

If you have business interests, you need to factor succession planning into your broader heritage and estate plan. Not always easy when you’re busy running and building a business. Allow our business succession plan experts to take the strain and uncertainty out of the challenge.

Charitable giving

Many people want to leave a legacy that extends beyond their family – to make the world a better place. We can help you maximise your impact, whether you want to set up a charitable trust, make a bequest or create the time and freedom in your life to volunteer.